CStoreOffice® Support & Learning

Inventory Release Notes

This page is intended to inform Petrosoft customers about the improvements made to the CStoreOffice® Inventory functionality. It contains overviews of new features and improvements with detailed information in the form of screen shots, links to the corresponding Petrosoft Cloud help sections and videos.

Production: 10/23/2019.

An updated Inventory section consists now from the following menus:

Receiving

Improved! The Itemized Invoices form has been moved to the Inventory menu and renamed to the Receiving form.

WhereMain Menu > Inventory > Receiving.

UI Changes:

  • The Itemized Invoices form has been moved from the VendorsBills menu to the Inventory menu and renamed to the Receiving form.
  • The link to the Itemized Invoices form has been removed from the Data Entry form.
  • The left menu in the Receiving form has been updated.

For details, see Receiving.

Counts

Improved! The Item Group Reconciliation form has been renamed to the Track Item Movement form and moved to the Inventory > Counts menu.

WhereMain Menu > Inventory > Counts > Track Item Movement.

UI Changes:

  • The Item Group Reconciliation form has been renamed to the Track Item Movement form and is now available from the Inventory menu by the Counts link.
  • The link to this form has been removed from the Data Entry form.
  • The column names in the Track Item Movement form have been renamed for a better user experience:
  • Beginning InventoryBeginning Count
  • Addition > Purchases
  • Ending Inventory > Ending Count
  • Physical InventoryPhysical Count
  • Category, Tax > Category, Tax, Group Type
  • Cost Per Unit > Unit Cost
  • Retail Per UnitUnit Retail
  • SpoilageWrite-Offs

For details, see Track Item Movement.

Improved! The Inventory Audit form has been renamed and redesigned.

WhereInventory > Counts> Itemized Inventory.

UI Changes: The following improvements have been introduced:

  • The Inventory Audit form has been renamed to Itemized Inventory.
  • The form design has been updated and enhanced.
  • Two buttons for itemized inventory options have been added to the form: Conduct Inventory and Count by 3rd Party.
  • Tooltips for better user experience have been added to the form.
  • The tables on the form have been renamed to Created in CStoreOffice® and Uploaded from Handheld Device or File.
  • The Related Links list in the form has been updated.

For details, see Itemized Inventory.

Improved! The Physical Inventory form has been renamed to the Non-Itemized Inventory by Total Store Value form and moved to the Inventory > Counts menu.

WhereMain Menu > Inventory > Counts > Non-Itemized Inventory > By Total Store Value.

UI Changes:

  • The Physical Inventory form has been renamed to the Inventory: Non-Itemized Inventory by Total Store Value form and is now available under the InventoryCounts menu.
  • The links to the form have been removed from the Inventory menu and from left menus in other forms.
  • The left menu and Related Links sections have been updated in the form.
  • The fields in the form have been renamed for a better user experience:
  • Please enter physical inventoryEnter total store retail value
  • Physical Inventory Time > Enter start time of inventory

For details, see Non-Itemized Inventory by Store Value.

Improved! The InventoryPhysical Inventory form has been renamed to the Non-Itemized Inventory by Category Values form and moved to the Inventory > Counts menu.

WhereMain Menu > Inventory > Counts > Non-Itemized Inventory > By Category Values.

UI Changes:

  • The InventoryPhysical Inventory form has been renamed to the Inventory: Non-Itemized Inventory by Category Values form and is now available under the InventoryCounts menu.
  • The links to the form have been removed from the Inventory menu and from left menus in other forms.
  • The left menu and Related Links sections have been updated in the form.
  • The fields in the form have been renamed for a better user experience:
  • Last PhysicalLast Inventory Retail Value
  • Spoilage > Write-Offs
  • Time > Start Time

For details, see Non-Itemized Inventory by Category Value.

Transfers

Improved! The Inventory Transfer form has been moved to the Inventory menu.

WhereMain Menu > Inventory > Transfers.

UI Changes:

  • The Inventory Transfer form has been moved from the from the VendorsBillsNon Itemized PurchasesRelated Links section and is now available under the InventoryTransfers menu.
  • The left menu with the Related Links section has been added to the form.
  • The fields in the form have been renamed for a better user experience:
  • Cat # > Category
  • Retail > Unit Retail
  • Cost > Unit Cost
  • AmountTotal Retail
  • AmountTotal Cost

For details, see Transfers.

Write-Offs

Improved! The Spoilage form has been renamed to Write-Offs and moved to the Inventory menu. The "Spoilage" term has been replaced with the "Write-Offs" term everywhere in related forms.

WhereMain Menu > Inventory > Write-Offs.

UI Changes:

  • The Spoilage / S.USAGE form has been moved from the Data EntryStore sub-menu to the Inventory menu and renamed to the Write-Offs form.

  • The Spoilage by Tags report has been renamed to the Write-Offs report.

  • The "Spoilage" term has been replaced with the "Write-Offs" term everywhere in CStoreOffice®.

For details, see Write-Offs, Write-Offs by Tags Report.

Orders

Improved! The Orders menu has been updated.

Where: Inventory > Orders.

UI Changes

  • The Fuel Orders menu has been renamed to Fuel.
  • The Merchandise Orders menu has been renamed to Merchandise. The menu link now takes you to the Merchandise Orders dashboard.

For details, see Orders.

Fuel Inventory

Improved! The Fuel Inventory form has been moved to the Data Entry menu.

Where: Data Entry > Fuel Inventory.

UI Changes: The Fuel Inventory form is now available under the Data Entry menu.

For details, see Fuel Inventory.

Other Updates

Improved! The Cycle Count TicketBy Item Tags form has been renamed and redesigned.

WhereInventory > Counts> Itemized Inventory > Conduct InventoryBy Item Tags.

UI Changes: The form name has changed from Cycle Count Tickets to New Ticket, and the form has been redesigned.

For details, see Itemized Inventory.

Improved! The Cycle Count TicketBy Vendor form has been renamed and redesigned.

WhereInventory > Counts> Itemized Inventory > Conduct InventoryBy Vendor.

UI Changes: The form name has changed from Cycle Count Tickets to New Ticket, and the form has been redesigned.

For details, see Itemized Inventory.

Improved! The Pending Tickets form has been redesigned.

WhereInventory > Counts> Itemized Inventory > Conduct InventoryGenerate.

UI Changes: The form has been redesigned.

For details, see Itemized Inventory.